KeyCorp
Banking
AssociatePrivateClientAdvisor
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optimal for Entry candidates.
“Associate Private Client Advisor at KeyCorp. Skills: financial planning, investment solutions, sales production, client management, cross-selling. Partnering with Private Client Advisors to focus on planning and financial wellness for Mass Affluent clients, providing investment solutions, and establishing relationships with branch managers and centers of influence. Responsibilities include coordinating investment product delivery, identifying referral opportunities, utilizing a consultative sale”
What You'll Achieve.
Help attain sales production and referral goals by assisting the Private Client Advisor by working the book of business, lead lists, and closing on referrals through financial planning. Partner with Private Client Advisor to grow year-over-year revenue.
Industry & Context.
needs-based financial solutions; needs-based sales production; Problem Solving; Critical Thinking
In the event you do not hold the required licenses at the time of hire, it will become a condition of your continued employment, and licenses will need to be obtained within the time frame specified in your offer letter. Failure to obtain licenses timely may result in termination of employment. Promotion into a Private Client Advisor role is not permitted until the full licensing requirements are met. Should be in a partnership with an eligible Private Client Advisor and should be receiving a commission sharing agreement. May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.
What They're Looking For.
Must Have
High School Diploma required. FINRA License S7 Upon Hire or FINRA Security Industry Essentials (SIE) Upon Hire. FINRA License S66 and Resident State Insurance License Upon Hire or FINRA License S63 Upon Hire and FINRA License S65 Upon Hire.
Nice to Have
Bachelor's Degree preferred.
What You'll Do.
Partnering with Private Client Advisors to focus on planning and financial wellness for Mass Affluent clients
providing investment solutions
and establishing relationships with branch managers and centers of influence. Responsibilities include coordinating investment product delivery
identifying referral opportunities
utilizing a consultative sales process
and helping to attain sales and referral goals.
How You'll Work.
Team & Collaboration
Proven ability to work as a collaborative team member. Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals.
Communication Scope
active listening skills; Oral & Written Communication; adapt listening and facilitation style
Full Job Description
**Location:** 3611 Martin Way E - Olympia, Washington 98506-5099 **Job Description Preview** **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts when providing investment solutions to new and existing clients. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners. **Responsibilities** * Focusing on planning, will partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(s) for the Mass Affluent clients including client management, service delivery and other resources in order to maximize needs- based sales production. * Be an active member of the Branch team. * Assist Private Client Advisor in engaging licensed and non- licensed Branch personnel to identify investment referral opportunities from new clients and the existing bank client base. * Develop a complete understanding of Key Investment Services solutions to support cross- selling opportunities and learn the core bank products to generate referrals back to the Consumer Bank where appropriate to help develop full relationships. * Utilizing a consultative sales process and assessment tools where appropriate, provide comprehensive, needs- based financial solutions to clients by offering a range of investment solutions and partnering with banking center staff. * Help attain sales production and referral goals by assisting the Private Client Advisor by working the book of business, lead lists, and closing on referrals through financial planning. * Partner with Private Client Advisor to grow year-over-year revenue. * Develop a strong Center of Influence strategy that leverages partnerships with the Retail Bank. * Performs other duties as assign
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